
Contact
(212)
536-6968
Jim.Vitiello
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Jim Vitiello
is a senior manager
at Anchin with
experience at a
law firm, a national
accounting firm,
and a boutique
wealth management
firm.
His career
has been devoted
to counseling
senior corporate
executives,
privately-held
business owners,
professionals,
entrepreneurs
and investment
bankers in all
areas of wealth
management,
including investment
management,
insurance review,
retirement planning
(including employee
benefit plans),
income tax planning,
and estate planning.
Education
J.D.,
Fordham Law
School
LL.M., Taxation,
New York University
Law School
BBA, Accounting,
Pace University
Certifications
Series 65 Investment
Advisory License
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